FOR SALES DEVELOPMENT

Your SDRs stop guessing whose name to drop. Rudy tells them.

Signal fires. Relationship surfaces. The right ask drafts itself. All inside the tools your SDRs already use. No new UI, no new tab, no new console.

THE SHIFT

Same intent signal. Same SDR. Different routing.

BEFORE

SDR adds leads to a sequence. Uses an AI tool to personalize. Fights 2% reply rates and 3% pick-up rates, even when intent is high. The AI didn't make the cold cadence warm. It just made it grammatically perfect cold.

AFTER

Rudy DMs the SDR with three ranked warm paths inside Slack. SDR taps approve. Rudy routes the ask through the right owner (the customer's CSM, the partner's manager). Intro lands. Reply rate: 30 to 50%.

WHERE RUDY LIVES

In the tools your SDRs already work in.

PRIMARY SURFACE
Slack
Rudy DMs the SDR with ranked paths, drafted asks, and approval taps. The SDR never leaves Slack.
CRM-NATIVE
Salesforce / HubSpot
Relationship paths show up on the account record. Closure-loop attribution writes back automatically.
LLM WORKFLOW
Claude / Codex (MCP)
Rudy ships as an MCP server. SDRs running research in Claude or Codex pull live relationship data into the workflow.
OPEN API
REST API
One API key plugs Rudy into any other system in your stack. Pull relationship paths in, push outcomes back.
Zero new UI. No new console, no new dashboard, no new tab for the SDR to learn. Rudy ships into the surfaces your team already lives in.
HOW RUDY ORCHESTRATES

Rudy maps the committee. Then guides the ask.

Most warm-intro tools surface "people you might know." Rudy starts upstream. He maps the buying committee at the target account, finds the warm path to each member, then guides the SDR to the right output. Rules and routing baked in.

01
STEP
Map the committee
Rudy identifies who matters on the buying side at this account.
Economic buyer Decision maker Influencers
02
STEP
Find warm paths to each member
Rudy queries the 4-pillar warm graph for paths to every committee member. Escalation rules and routing model applied automatically. Out-of-policy paths get skipped before the SDR ever sees them.
03
STEP
Guide the SDR's ask
Two output options surface in Slack.
Warm intro request Name-drop campaign
Rudy knows the rules

This is the intelligence layer most tools don't ship. Rudy understands your relationships inside out, and the governance that goes with them.

  • SDR can ask the CEO if the account is enterprise and intent is high. Never for mid-market deals on soft intent.
  • SDR can never DM a customer directly. Customer intros route through the CSM, AE, or AM, whoever owns the relationship.
  • SDR can never DM a partner directly. Partner intros route through the Partner Manager, who pings the partner CSM.
  • SDR goes direct to teammates for team-network intros. Lowest political cost in the system.
  • Board asks gate on deal size. Strong intent plus ACV at or above the board threshold ($250K default). Rudy skips the rest.

The SDR doesn't have to memorize any of this. Rudy applies it before surfacing anything. The SDR only sees what's allowed. The 4-pillar warm graph framework, explained.

YOUR DAY, IN 3 PLAYS

The triggers your SDRs already live in.

01
PLAY
Signal fires at a target account
Trigger
6sense surge, Bombora intent, G2 visit, funding event, 10-K mention, or hiring spike on a buyer role.
Rudy does
Queries the 4-pillar graph with escalation rules. Surfaces top 3 paths. Skips out-of-policy pillars automatically.
SDR picks one of two outputs
A
Intro request. Rudy routes through the right owner (CSM, AE, AM, Partner Manager). The connector forwards. Meeting books.
B
Name-drop email. SDR sends directly with the connector's name woven in legibly. "I work with Maya at PrevCo. She mentioned your team's evaluating this."
02
PLAY
New account assigned. Cold call or cold email prep.
Trigger
Account rotated to the SDR in Salesforce or HubSpot. SDR is about to make a cold call or send a cold email.
Rudy does
Scans your 4-pillar graph for any relationship at the account. Drafts an opener that swaps "I saw your intent signal" for warm context.
The reframe
Instead of: "I saw your team's evaluating warm-intro tools and wanted to share what we do." The SDR opens with: "Your former colleague Maya at PrevCo solves the exact same problem you do. Want to learn how she's running it?" Same cold call. Different opening line.
03
PLAY
New inbound from a target account
Trigger
Demo request, trial signup, or form fill from an ICP-fit account.
Rudy does
Pulls relationship context before the SDR even opens the lead record in Salesforce or HubSpot.
Output
First-touch reply opens with the warm reference and the path to the buyer. Not "Hi Sarah, I saw your form." That's the difference between booking and ghosting.
THE PILLAR ESCALATION RULES

Not every pillar is fair game for every signal.

SDRs default to whatever path looks shortest, which is usually wrong. Boomerang applies these rules before showing the SDR anything. Out-of-policy paths get skipped automatically. Rudy doesn't even surface them.

PillarWhen SDRs can askWhen they can't
Team networksAlways. Lowest cost in the system.Never skipped if a path exists.
PartnersAny qualifying intent (routed via Partner Manager).No partner-customer overlap detected.
Customer championsStrong intent only: 6sense 80+, public RFP, 10-K mention. Routed via CSM, AE, or AM.Soft intent. Customer political capital is too expensive for maybe-deals.
Board / InvestorsStrong intent AND ACV $250K+.Anything below. Board is not for SDR pipeline games.

An SDR sending three board asks per quarter for $50K deals trains the board to stop responding. Inside six months you lose the board pillar entirely. The rules are not bureaucracy. They're how the program survives year two.

FOR THE HEAD OF SALES DEVELOPMENT

What changes on your dashboard.

Three shifts your VP Sales and CRO will notice within 90 days.

  • Pipeline mix: meetings sourced from warm-intro paths move from 5 to 10% of total to 30 to 40%. Same SDR headcount, materially different output.
  • Ramp: new SDRs hit quota 30 to 60 days faster because they're not guessing whose name to use. The first month is the warm graph, not the cold list.
  • Attribution: every warm-intro motion writes back to your CRM with closure-loop to the connector. Comp design has to follow. Warm-sourced opportunities weight equal to cold, or your SDRs ignore the warm path inside six weeks.

THREE KPIS TO PUT ON THE SDR SCORECARD

Volume
Warm-intro asks fired per SDR per week
Quality
Ask-to-meeting conversion rate by pillar
Health
Connector engagement rate. If this drops, fix the program before pipeline tanks.

What I appreciate most about working with Boomerang is not only their top-tier product but also their close collaboration as strategic consultants to facilitate warm introductions.

AF
Angela Frackowiak
Sr. Director, Global Growth Operations · Armis
SG
Shankar Ganapathy · Founder, Boomerang AI

I spent the last 18 months watching SDR teams burn out their best connectors by asking the wrong pillar at the wrong moment. The pillar escalation rules, the routing model, and the connector contract on this page are how the program survives past month six. They're not optional.

See this running on your SDR team

Book a Boomerang demo